Samuel McPherson (CFP®)

Samuel McPherson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Financial Psychology/Coaching
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

We specialize in planning for retirees and pre-retirees.  The decision to retire or perhaps to enter the next chapter of life is never made easily.  Aside from the financial issues, there are behavioral considerations about how to find fulfillment if you are not generating income, and how to use your accumulated wealth to lead a satisfying life.

I focus on assisting clients to lead a fulfilling life in "retirement".  I also pay close attention to the financial details, and I offer strategies that can reduce tax and the cost of investing just when you need those strategies to work as optimally as possible.

My ideal client is at least 50 years of age, has accumulated investment savings, and is either already living in retirement, or considering what life would look like without the demands of working full time.

NAPFA Start Date

October 01, 2012